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The Next Frontier

Jul 1, 2020

The answer to the age-old question, “Can money buy happiness?” may surprise you. Psychologist and author Dr. Tim Bono has been studying the science of happiness for years. In part 1 of this conversation, he joins host Bill Coppel - Managing Director and Chief Client Growth Officer at First Clearing - to explore the...


Jun 17, 2020

Positioning your business for growth is an ongoing challenge — especially for advice professionals who seemingly all provide “the same” service. So, how do you present your firm in a way that helps you stand out? Susan Quinn, President and CEO of circle S studio, joins host Bill Coppel, Managing Director and Chief...


Jun 3, 2020

Design thinking, an approach commonly associated with product development, can also help us plan for what’s next – in our own lives and the lives of our clients. In this episode, Bill Burnett, Executive Director of Stanford’s Product Design Program, and host Bill Coppel, Managing Director & Chief Client Growth...


May 20, 2020

Society tells us our lives should follow a set path, yet we often need to pivot to move forward. Luckily, there are specific tools and mind-sets that can help us build meaningful futures. Bill Burnett, Executive Director of Stanford’s Product Design Program, joins host Bill Coppel, Managing Director & Chief Client...


May 6, 2020

Research from the American Association of Retired Persons shows that social isolation and loneliness have emerged as public health issues. As advisors, how can we better understand this topic to deliver holistic life guidance? Join Hope Reiner, an expert on the essential human need for interaction, and host Bill Coppel...